Today’s stock exchanges are dominated by the upcoming quarterly figures of NVIDIA, C3.ai, and Salesforce, which will be published after the market closes at NASDAQ and NYSE. These results are particularly significant for investors in the technology sector and could have considerable impacts on the markets.
NVIDIA: AI Heavyweight with High Expectations
- Release: The quarterly figures for the first business quarter of 2026 are expected on May 28, after US market close.
- Expectations: Analysts forecast revenues of around 43 billion US dollars, which corresponds to an increase of approximately 65% compared to the previous year. The adjusted earnings per share are estimated at about 0.73 USD.
- Outlook: The growth momentum has significantly weakened compared to the previous year (revenue increase at that time: +262%). Nevertheless, expectations remain high – particularly due to new large orders from the Middle East and from cloud providers like Oracle, as well as new processors for the Chinese market.
- Risks: Export restrictions in China could burden business; moreover, Huawei is pushing into the market with its own AI processors. Bank of America remains at “Buy,” but warns of a potentially weak outlook for the second quarter.
- Market Reaction: The stock is highly volatile before the release; a weak guidance could lead to significant price setbacks.
C3.ai: Artificial Intelligence as a Driver
- Release: C3.ai is also presenting its figures today.
- Significance: The company is an important player in the enterprise AI software sector and benefits from the current AI hype.
- Expectations: Specific consensus estimates are less prominent than those for NVIDIA, but growth results and outlooks for future projects are also in focus here.
- Market Impact: Positive or negative surprises can directly affect comparable stocks in the AI sector.
Salesforce: Cloud Giant Under Observation
- Release: Salesforce is also publishing its results today.
- Significance: As one of the largest providers of CRM solutions, Salesforce is an indicator of demand for cloud services in companies worldwide.
- Expectations: Investors pay particular attention to revenue growth, margin development, and the outlook – especially in light of current competitive pressure from other tech giants like Microsoft or SAP.
Today’s balance sheets from NVIDIA, C3.ai, and Salesforce are crucial for the sentiment on technology exchanges.